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Money and Finances
Reply to "What do all of the financial professionals do and how are they different?"
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[quote=Anonymous][quote=Anonymous]What is the difference between: --Tax Attorney * knows the tax laws/rules (can explain them to clients) --Tax Accountant * helps clients with implementing the tax rules (obviously sort of has to know them but needs to act on advice of tax attorney when things are in doubt) --Financial Planer * helps clients achieve their financial goals (buying a house, college savings, identifying insurance needs, retirement). Some of them will manage your savings for you (and get paid a lot for that) --Estate Planner * figures out how to avoid estate tax (which hardly anyone has to worry about). This should be a lawyer. If you are talking more broadly about any lawyer writing a will then they are trying to anticipate situations that might arise after your death and put down on paper solutions that you would want. [/quote][/quote]
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